1.
"Optimization of Delegated Management: Audit and Recommendations for a Wholesale Broker"
We conducted an audit mission for a French wholesale broker with delegated management. We assessed their processes, regulatory compliance, and performance indicators. Following the analysis, we identified strengths and areas for improvement and reported recommendations to enhance their delegated management activity and optimize their profitability
2.
Enhancing Risk Governance for an Insurance Portfolio Management Company
Our mission involved assisting an insurance portfolio management company in identifying, evaluating, and managing risks related to their operations. We developed risk management strategies, implemented internal control systems, and raised awareness among employees and executives about the importance of risk management. This intervention strengthened the efficient management of the insurance portfolio for their insurance company client and improved their market position
3.
Strategic Support for the Transformation of an Insurance Brokerage Company
Our team was engaged to advise and support an insurance broker in their transformation strategy. We analyzed their organization and competitive landscape before identifying growth opportunities and areas for improvement necessary to increase competitiveness. Based on this, we developed a strategic plan that included clear objectives and concrete initiatives for transforming the business in the short, medium, and long term. Thanks to our guidance, our client successfully implemented their transformation strategy, optimizing internal processes, improving customer experience, and strengthening their market position